Report sub-states as exportable fields and available filters

ebenami

First, add an expense report's "sub-status" as a column/field in an export format. Sub-status means "withdrawing," "reimbursement pending," "confirmed," "retracted," and "rejected."

Second, add sub-status as a filter in the Reports page. Currently, only the top-level status (Open, Processing, Approved, Reimbursed, Closed) is available as a filter.

https://docs.expensify.com/en/articles/2927-report-actions-approving-rejecting-and-editing#report-states

Mark Louis

Thanks for sharing your idea @ebenami ! Be sure to vote for your own idea as well 😀

Russell_JCA

I would really like to be able to show rejected status in my exported reports so that I can ignore those rows. Thanks!

Zany Renney

Hi @Russell_JCA You are shown when a report is rejected in the report history and comments section but currently, we don't have the "rejected" filter on the reports page. You should be able to have them surfaced in your Inbox though.

Russell_JCA

Thanks for replying! For my use filtering the reports page would be less important than having a sub-status field available for custom exports. I do realize it's not available at present, I just wanted to up-vote the suggestion.

Zany Renney

Thanks for your input @Russell_JCA we aren't pursuing this feature at the moment but we will reach out if that changes!